公众号记得加星标⭐️，第一时间看推送不会错过。 当地官员仍然相信项目最终会落地，但它所经历的困难表明，即便是受欢迎的公私合作项目，也无法 完全与市场力量和政治因素隔绝。 从经济发展机构到州长 Mike DeWine 等州级力量都曾努力争取 Ohio One 项目。根据美国参议员 Bernie Moreno 的说法，俄亥俄州为此提供了 20亿美元的"公共激励"。2025年9月，Moreno 发布了 一封信，要求英特尔证明这笔"投资"并不是一场"骗局"，甚至不是"潜在欺诈"。 各州为了争取这类项目而展开竞争。自由市场智库 Buckeye Institute 的高级研究员 Greg Lawson 将 这种竞争称为一场"军备竞赛"。州长 DeWine 也用类似的说法："我不可能单方面解除武装，而且我 绝不会这么做。" 没有人否认芯片的重要性。它们存在于从消费电子产品到军事装备的各种设备中。对于 Ohio One 项 目的支持者来说，芯片的重要程度意味着其供应绝不能存在不确定性。美国参议员 Jon Husted 表 示："有很多东西我们现在不在美国制造，但我们需要在美国制造。芯片就是其中之一。"在担任副州 长期间，Hu ...

公众号记得加星标⭐️，第一时间看推送不会错过。 半导体行业正面临着结构性供应挑战，而这一挑战与先进芯片（尤其是用于人工智能、高性能计算以 及下一代移动和消费电子设备的芯片）的爆炸式需求密切相关。这场风暴的核心是2纳米制程技术， 由于其依赖于纳米片或GAA晶体管架构以及极其精密的微影工具，因此代表着半导体历史上最复 杂、最昂贵的转型之一。 英特尔18A工艺：具有竞争力的替代方案，但并非完全的缓冲 英特尔的 18A制程节点是其后 Intel 7 路线图的一部分，大致与 2nm 制程属于同一代。它引入了 RibbonFET（GAA 的一种版本）和 PowerVia 背面供电技术，旨在提升性能和能效。英特尔率先推 出了量产级 GAA 和 BSPD 技术，堪称半导体创新的巅峰之作。 英特尔于 2025 年开始量产 18A 芯片，主要面向其自家处理器，例如 Panther Lake，但与其他芯片 相比，其作为外部客户代工替代方案的应用仍然有限。尽管截至 2025 年年中，18A 的良率有所提 升，但普遍认为仍落后于台积电 N2 的良率，而且英特尔自身的代工生态系统相对于台积电庞大的全 球客户群而言仍然规模较小。 英特尔的 ...

Group 1 - The core point of the article is the leadership change at Xibei, with former CEO Dong Junyi returning to the position after the resignation of Jia Guolong due to significant business volume decline [4][5]. - Xibei has announced that due to a substantial decrease in business volume, many headquarters employees will need to be on standby or leave the company [5][7]. - The number of employees at Xibei's headquarters, originally over 500, is expected to drop to around 200 after the layoffs [7]. Group 2 - ByteDance has initiated its largest-ever intern recruitment drive, aiming to hire over 7,000 interns globally, with a focus on R&D, product, and AI fields [6][8]. - The recruitment plan includes over 4,800 offers for R&D positions, accounting for more than 60% of the total [8]. - The overall conversion rate for these intern positions is expected to exceed 50% [8]. Group 3 - The article mentions that the U.S. stock market indices collectively fell, with the Nasdaq down 1.59% and the S&P 500 down 1.33% [11]. - International crude oil futures saw a significant increase, with WTI crude oil futures rising 12.21% to $90.9 per barrel, marking a weekly increase of over 35% [11]. Group 4 - The Ministry of Commerce reported that the cross-border e-commerce import and export scale reached 2.75 trillion yuan [14]. - The revenue share of Chinese online dramas in the global market has reached 90%, with app downloads accounting for 80% globally [15]. Group 5 - Toshiba is restructuring its substantial debt with the goal of returning to the public market by the fiscal year 2028 [17]. - Pfizer China announced the approval of a new GLP-1 receptor agonist for long-term weight management in adults [18]. Group 6 - New Hope reported a decline in sales revenue from commodity pigs, amounting to 1.327 billion yuan, with a year-on-year decrease of 7.42% [20]. - Lao Fengxiang's net profit for the fiscal year 2025 was reported at 1.755 billion yuan, down 9.99% year-on-year [21]. Group 7 - Wanbangde expects a net profit growth of 985.40% year-on-year for the first quarter of 2026, driven by a strategic shift from generic to innovative drugs [22]. - Quince is in talks for financing that could double its valuation to over $10 billion [23].

记者｜刘雪莹 见习记者林芊蔚 编辑｜张楠 北京时间3月7日，美股三大指数集体收跌。本周美股三大股指均录得跌幅，道指累计下跌约 3%，标普500指数累跌约2%，纳指累跌1.24%。 欧洲主要股指集体收跌，德国DAX30指数跌1.21%；英国富时100指数跌1.22%；法国CAC40 指数跌0.94%；意大利富时MIB指数跌0.99%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 47501.55 | 22387.68 | 6740.02 | | -453.19 -0.95% -361.31 -1.59% -90.69 -1.33% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 61487.23 | 3737.72 | 6961.05 | | -1091.32 -1.74% +65.24 +1.78% +47.62 +0.69% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 47480 | 24661.25 | 6740.00 | | -503 -1.05% -388.25 -1.55% -95.25 ...

Core Insights - The article presents five AI stocks recommended for purchase in March, highlighting their potential for growth amidst market volatility [1][2]. Group 1: Stock Recommendations - **NVIDIA (NVDA)**: Market Cap of $4.46 trillion, reported Q4 FY2026 revenue of $68.13 billion, up 73.2% year-over-year, with Data Center revenue of $62.31 billion, up 75%. Full-year revenue reached $215.94 billion, with Q1 FY2027 guidance around $78 billion [2]. - **Liberty Energy (LBRT)**: Market Cap of $4.51 billion, focusing on distributed power infrastructure for AI data centers. The company has secured a 1 GW development agreement and aims for 3 GW deployment by 2029, potentially doubling revenues [1][2]. - **Intel (INTC)**: Market Cap of $229.5 billion, with a one-year return of +113.86%. The Data Center and AI segment generated $4.74 billion in Q4 revenue, up 9% year-over-year. Intel is positioning itself as a viable foundry alternative to Taiwan Semiconductor [1][2]. - **Onto Innovation (ONTO)**: Market Cap of $9.79 billion, with a one-year return of +35.14%. The company signed a $240 million-plus volume purchase agreement for its Dragonfly platform, critical for advanced chip manufacturing [2]. - **AIXTRON (AIXXF)**: Market Cap of $3.8 billion, specializing in semiconductor equipment for Gallium Nitride and Silicon Carbide. The company is expected to benefit from a shift in data center demands [2]. Group 2: Market Context - The article notes a recent pullback in AI stocks due to rising oil prices and geopolitical tensions, creating potential buying opportunities for investors [1]. - The average return of the recommendations from the AI Investor Podcast has been 80%, significantly outperforming the market [1].

Intel Corporation (NASDAQ:INTC)  is one of the stocks that should double in 3 years. On March 5, a bipartisan group of US lawmakers, led by Senator Elizabeth Warren and Senator Tom Cotton, raised significant national security concerns regarding Intel’s testing of chipmaking equipment from ACM Research. The lawmakers argue that ACM Research, while California-based, maintains deep operational roots in China and serves sanctioned Chinese entities like YMTC and SMIC. The primary fear is that by operating wit ...

Core Insights - New Albany, Ohio, was anticipated to experience significant economic growth, but this was disrupted by market fluctuations and political factors [1] Economic Impact - The expected economic boom in New Albany was linked to various development projects that were anticipated to create jobs and attract investments [1] - Market conditions and political decisions have led to uncertainty, affecting the overall economic outlook for the region [1] Development Projects - Several key development initiatives were planned to enhance the local economy, but their progress has been hindered by external factors [1] - The potential for job creation and investment influx was high, but the current situation has stalled these opportunities [1]

In this article, we will discuss 12 Low Price High Volume Stocks to Buy Right Now.In equity markets, the most compelling opportunities often emerge where accessibility meets strong market participation. Stocks that combine relatively low share prices with high trading volume can offer investors a unique balance of growth potential and liquidity, making them attractive candidates for both opportunistic and strategic portfolios.Low-priced stocks allow investors to acquire a larger number of shares with relati ...

如果您希望可以时常见面，欢迎标星收藏哦~ 英特尔财务长辛斯纳（David Zinsner）4日表示，该公司对旗下18A制程技术的思维正在转向， 从原规划主要供自家用，转向探索向外部客户推销以该制程代工生产芯片的可能性。 外界认为，这代表英特尔积极抢台积电地盘再出招，要争取更多先进制程代工订单，引爆新一波 抢单大战。 英特尔原规划，其目前最新的18A制程，是以优化内部产品需求为重点，也是未来至少三个世代 客户端与伺服器产品的关键技术基础。而接下来要发展的新一代14A制程，据了解，则是从进行 开发时，就考虑到外部晶圆代工需求。 不过，辛斯纳在旧金山举行的一场科技会议中表示，英特尔执行长陈立武开始认知到18A制程技 术能够为外部客户提供服务的潜力。 英特尔18A制程主要建置于亚利桑那厂区的Fab 52新厂，采用RibbonFET环绕式闸极（GAA）电 晶体架构，并首度导入PowerVia背部供电技术，相较于Intel 3制程节点，每瓦效能提升15％，芯 片密度提高30％。英特尔指出，18A制程的良率正逐月提高。另外，英特尔先前提及，下一代 14A制程技术将于2027年进入风险试产阶段。 在美国政府、软银、辉达陆续入 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 2024年12月，初创光芯片设计公司Ayar Labs宣布完成1.55亿美元D轮融资，这轮融资的投资方名 单堪称豪华：除了领投方Advent Global Opportunities和Light Street Capital，还包括英伟达、 AMD、英特尔、格芯（GlobalFoundries）、台积电合作伙伴VentureTech Alliance、3M等产业巨 头。 而在近日，它又获得了约5亿美元的融资，投资方包括Neuberger Berman、联发科、卡塔尔投资局 等，本轮融资也让这家低调的公司估值达到了 38 亿美元。 这家成立仅十年的初创公司，究竟凭什么获得英伟达、英特尔、AMD和联发科等芯片巨头的青 睐，让它们放下分歧联手下注呢？ 从MIT实验室到硅谷独角兽 Ayar Labs的故事始于2011年，一个由麻省理工学院、加州伯克利大学和科罗拉多大学组成的跨校 研究团队。他们的研究目标很纯粹：当芯片运算能力逼近极限时，该如何突破？ 当时，摩尔定律的成功反而给计算领域带来了一个有趣的悖论——处理器大部分时间都处于空闲等 待状态。芯片依靠铜引脚传输数据，但铜的传 ...